Here’s a link to the best financial advisor interview tool I’ve ever seen – the NAPFA financial advisor interview questionnaire. We’ve taken the liberty of completing the questionnaire so you can compare our answers side by side with any other potential financial advisors you’re interviewing.
Please note: some people who have downloaded this questionnaire have had problems with it. This all depends on what version of adobe you’re using. If you have any issues please contact us, we can send you a printed or condensed version.
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